Plan5500

Lakeport, CA Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lakeport, CA has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $16,433,141 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

What stands out in Lakeport

  • 5 loaded plans hold $16.4M in reported assets across 3 sponsors.
  • The largest, Lake County Tribal Health Cons 401(K) Profit Sharing Plan & Trust, holds 47% of reported Lakeport plan assets.
  • Plans cover 815 participants — about 163 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.4MSummed across loaded plans$16,433,141
Total reported assets$16.4M$16,433,141
Total reported participants815
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16.4M total assets
Net assets$16.4MLiabilities$0
Contributions & income
Employer contributions$759.3K
Participant contributions$3.1M
Total income / additions$7.3M
Expenses & distributions
Benefits paid / distributions$1.9M
Total expenses$2M
Net increase / (decrease)$5.3M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation2 / 5 (40%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lakeport, CA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Lakeport market comparison

Largest plan share of assets47%Lake County Tribal Health Cons 401(K) Profit Sharing Plan & Trust
Participants per plan163Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Lakeport

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Lake County Tribal Health Cons 401(K) Profit Sharing Plan & Trust$7.7M
    Lake County Tribal Health Cons · 2023
  2. 2
    Lake County Tribal Health Cons 401(K) Profit Sharing Plan & Trust$7.7M
    Lake County Tribal Health Cons · 2023
  3. 3
    Vista Business Strategies Inc. Retirement Plan$686.5K
    Vista Business Strategies Inc. · 2023
  4. 4
    Cj Management Group Inc. 401(K) Plan$412.1K
    Cj Management Group Inc. · 2023
  5. 5
    Lake County Tribal Health Consortium Inc Benefit Plannot reported in the loaded dataset
    Lake County Tribal Health Consortium, Inc · 2023

Largest plans in Lakeport → · Lakeport plans by participants → · Lakeport plans with financial data → · Lakeport plans with provider compensation → · $1B+ plans in Lakeport →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lakeport, CA?
5 plan(s) reported by 3 sponsor(s) are loaded for Lakeport, CA.

Related Form 5500 pages